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Relationship Manager (Remote)

Relationship Manager (Remote)

MP RPOLakeland, FL, USA
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ABOUT OUR CLIENT :

MP's client is  one of the largest independent, privately held national benefits and retirement planning solutions firms in the country. They have grown by carefully selecting and acquiring local and national employee benefits, retirement plan, and compliance specialist firms whose experience and deep community roots span decades.

WHAT YOU WILL DO :

The Relationship Manager plays a central role in delivering exceptional service and operational support for clients' retirement programs within a Third-Party Administrator (TPA) environment.

  • This individual serves as the primary point of contact for an assigned portfolio of clients including plan sponsors, accountants, attorneys, investment advisors, and other intermediaries.
  • This role is responsible for ensuring client satisfaction by maintaining accurate records, coordinating communications, maintaining plan documentation compliance, and upholding service-level agreements.
  • The Relationship Manager is ultimately accountable for the overall client experience and satisfaction with services.

KEY RESPONSIBILITIES :

  • Maintain and update client and vendor records in internal systems.
  • Support of newly onboarded and offboarding of clients.
  • Coordinate with internal departments to ensure timely delivery of services.
  • Assist in preparing reports, presentations, and audit documentation.
  • Respond to client and vendor inquiries in a professional and timely manner, within SLA.
  • Schedule and coordinate meetings, calls, and follow-ups with clients.
  • Ensure compliance with regulatory and internal policies.
  • Through relationship building develop an understanding of how retirement benefit plans impact and help meet the business needs of your clients.
  • Build trust and confidence with key personnel both at the client organization, as well as ancillary service providers (CPA, Financial Advisor, etc.).
  • Actively participate in ensuring that the clients' operational and regulatory issues are resolved in a manner that exceeds client expectations.
  • Review annual plan compliance and administrative reports for overall accuracy.
  • Deliver summarized plan year end work with effective communication of annual test results and open action items for client.

    • WHAT YOU NEED :

  • Understanding plan types, eligibility, vesting, contributions (employee / employer), distributions, and participant loans.
  • Proficiency in ADP / ACP testing, coverage testing, identifying highly compensated and key employees, top-heavy rules, and government reporting.
  • Familiarity with ERISA requirements, IRS and DOL regulations, and fiduciary responsibilities.
  • College degree, preferred.
  • Min. 3 years of experience in the retirement plan service area, preferred.
  • Basic to intermediate understanding of Relius Administration / FT Williams systems, preferred.
  • Experience with CRM or TPA management systems, preferred.

    • ADDITIONAL INFORMATION :

  • Exempt position, direct hire with benefits (vacation, sick, medical, dental, vision, retirement and more!)
  • Compensation : $65k-$85k base plus bonus opportunity!
  • 100% Remote
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    Relationship Manager • Lakeland, FL, USA

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